Philosophy
“…create something beautiful with your life”
Our firm believes that we can help our clients use their financial capital for the betterment of their families, themselves, and society. At the basis of all economic decisions should be moral considerations. While investing can often be thought of as morally neutral or even morally blameworthy, the reality of investing is much different. Through investing in U.S and international markets, clients participate in the creation of wealth as companies produce products and services and make them available to consumers. This, in theory, produces a return on the investment shared back with our clients. Clients then use these funds to save for retirement, plan their children’s education, donate to universities, support their favorite charities, and enjoy financial security.
University Wealth Advisors believes that this can be a morally positive endeavour, when attended to properly. Further, wealth is not purely material but also emotional, mental, and spiritual. Nearly two-thirds of Americans define wealth as having healthy relationships, not money. Capital helps us procure material goods and affirm the immaterial parts of life. By taking part in global wealth creation, defining what is truly valuable, and aiming for the Good, you can create something beautiful with your life.
We can help you do that.